Position in DOCU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,725,361
-$33,929 QoQ
Shares Held
38,842
+4.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 669 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cetera Investment Advisers holds $547,465,169 across 72 Software - Application names. DOCU ranks #29 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
914,948 | $66,022,647 | |
| 2 | CRM |
Salesforce, Inc.
|
400,979 | $62,817,370 | |
| 3 | NOW |
ServiceNow, Inc.
|
508,473 | $50,481,199 | |
| 4 | ADP |
Automatic Data Processing Inc
|
219,584 | $49,175,836 | |
| 5 | SHOP |
Shopify Inc.
|
385,053 | $43,965,351 | |
| 6 | SNOW |
Snowflake Inc.
|
141,307 | $35,962,631 | |
| 7 | ADBE |
Adobe Inc.
|
141,127 | $28,933,857 | |
| 8 | PAYX |
Paychex Inc
|
263,577 | $25,917,526 |
All Filings in DOCU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,725,361 | 38,842 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,759,290 | 37,108 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,720,754 | 54,397 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,852,377 | 67,310 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,019,591 | 51,606 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,915,258 | 48,099 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,526,590 | 50,329 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,795,726 | 45,027 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,374,383 | 44,381 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $2,721,970 | 45,709 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $488,976 | 8,225 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $315,630 | 7,515 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $411,172 | 8,048 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $522,018 | 8,954 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $492,739 | 8,891 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $439,256 | 8,215 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $592,792 | 10,331 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,139,221 | 10,635 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,282,585 | 21,552 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,187,214 | 20,150 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,687,851 | 20,345 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,842,195 | 14,039 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,518,436 | 11,329 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $472,667 | 2,196 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $389,022 | 2,259 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $251,697 | 2,724 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||